Winning with Intelligence

1ae8a2fe-8530-416a-884f-cedf58816260

Pursuit workspace

Department of Health and Human Services · Program Management Office Transformation Support · $2.8M

Pursuit lifecycle

Go DecisionLow risk

Manage this pursuit from qualification through capture planning, proposal execution, pricing, reviews, submission, and learning.

Score

Deadline

Jun 10

Owner

Avery Brooks

Progress

12%

Source: SAM.gov

Step 1

Qualify

Fit, eligibility, risk, and bid governance.

Step 2

Capture Plan

Buyer context, strategy, partners, risks, and milestones.

Step 3

Proposal Build

Requirements, team, response sections, and evidence.

Step 4

Pricing & Reviews

Commercial approvals and color-team gates.

Step 5

Submission

Package readiness, export, portal notes, and confirmation.

Step 6

Learning

Outcome, debrief, reusable evidence, and lessons learned.

Qualification

Fit, eligibility, risk, and bid governance.

Pursuit status

Update the pursuit lifecycle here. Terminal decisions require a reason and are captured in the audit trail.

Go Decision

Source opportunity

SAM.gov91

Converted from OPP-SAM-24017 · External ID SAM-24017 for NAICS 541611.

View source Back to opportunity

Buyer

Department of Health and Human Services

Federal

Documents

Solicitation PDF

Review notes

Reviewed source details and confirmed converted workspace remains valid.

Go/No-Go decision

Score the reviewed pursuit before assigning people or generating proposal content.

Medium confidenceExecutive Review

Go score

The opportunity has enough fit to consider, but risks require executive judgment.

Requirement fit

Based on pass, review, and gap statuses from parsing review.

Personnel coverage

3/6 requirements covered by candidate matches.

Compliance fit

NAICS 541611 matches company profile.

Pricing confidence

Based on pricing requirement status and margin approval readiness.

Deadline risk

NaN days until submission.

Risk flags

Personnel coverage

3/6 requirements covered by candidate matches.

Medium

Evidence pack

Requirement evidence

requirement

Grounded

5 pass, 1 review, and 0 gap requirements in the current parse review.

Personnel coverage

personnel

Needs Review

3/6 requirements covered with 60 average match score.

Company eligibility

company

Grounded

Opportunity NAICS 541611 is present in the company profile.

Pricing readiness

pricing

Grounded

Based on pricing requirement status and margin approval readiness.

Submission timing

timing

Needs Review

NaN days until submission.

Decision guardrails

Mandatory requirements

Pass

No mandatory gaps detected in reviewed requirements.

Company eligibility

Pass

NAICS 541611 matches the company profile.

Deadline feasibility

Block

NaN days until submission.

Pricing approval

Review

Based on pricing requirement status and margin approval readiness.

Executive risk threshold

Pass

0 high-severity risk flags detected.

Missing information

Required company identifiers for Department of Health and Human ServicesNAICS 541611 eligibilityNAICS 541611 matchAvailable solution leadPricing and margin approval evidence

Decision rationale

Capture intelligence

Eligibility, people, partners, and winning evidence before the team commits.

Pursue87

NAICS fit

Company profile includes NAICS 541611.

Match

541611

Company identifiers

EIN, DUNS, UEI, CAGE, owner, and proposal contact are captured.

Ready

Personnel fit

57% match

ViciIQ AI

Relevant experience SME

70%

Requirement match: Required company identifiers for Department of Health and Human Services · Section fit: Healthcare · Past performance: Northwell PMO, Veridian Health

Avery Brooks

Solution lead

68%

Requirement match: Required company identifiers for Department of Health and Human Services · Section fit: PMO, Operating model, Executive governance · Past performance: Northwell PMO, Lakeside Care Network

Noah Grant

Relevant experience SME

66%

Requirement match: Required company identifiers for Department of Health and Human Services · Section fit: Healthcare · Past performance: Lakeside Care Network, MetroGrid Utilities

Partner strategy

100% coverage

Davis & Partners LLC

Sub · Northwell PMO

Past Partner

Change management, Training rollout

ShieldPoint Cyber

Teaming Partner · Veridian Health

Confirmed

Cyber controls, Evidence testing

Fieldstone Advisory

Prime · Lakeside Care Network

Past Partner

Clinical operations, Provider network strategy

Outcome learning evidence

100% evidence

Northwell PMO

Reduced portfolio reporting cycle time by 42% across 11 workstreams.

Healthcare delivery credibility · Executive operating rhythm · 31 citations

Veridian Health

Implemented SOC 2-aligned controls for protected data workflows.

Controls depth · Low-disruption implementation · 27 citations

Lakeside Care Network

Consolidated 5 intake models into a single governed delivery playbook.

Clinical operations empathy · Measurable adoption · 22 citations

Evidence graph

21 links

requirement

NAICS 541611 eligibility

Open

Company profile NAICS coverage matched 541611.

requirement

Required company identifiers for Department of Health and Human Services

Open

Confirm EIN, DUNS, UEI, CAGE, owner, and proposal contact before submission.

requirement

Source documents available for review

Open

Solicitation PDF, Attachment A

requirement

NAICS 541611 match

Open

Matched from SAM.gov normalized opportunity intelligence.

project

Northwell PMO

Open

Reduced portfolio reporting cycle time by 42% across 11 workstreams. 31 citations. Source: source/northwell-pmo-case-study.pdf. Final proposal: proposals/northwell-pmo-final.pdf.

project

Veridian Health

Open

Implemented SOC 2-aligned controls for protected data workflows. 27 citations. Source: source/veridian-data-governance.pdf. Final proposal: proposals/veridian-health-final.pdf.

project

Lakeside Care Network

Open

Consolidated 5 intake models into a single governed delivery playbook. 22 citations. Source: source/lakeside-care-network-playbook.pdf. Final proposal: proposals/lakeside-operating-model-final.pdf.

personnel

ViciIQ AI

Open

Requirement match: Required company identifiers for Department of Health and Human Services Section fit: Healthcare

requirement:0 supported by project:PRJ-2201

requirement:0 supported by project:PRJ-2194

requirement:0 supported by project:PRJ-2077

requirement:1 supported by project:PRJ-2201

requirement:1 supported by project:PRJ-2194

requirement:1 supported by project:PRJ-2077

Capture risks

Personnel gaps: NAICS 541611 eligibility, NAICS 541611 match, Available solution lead.

Next actions

Attach outcome evidence to the proposal strategy so win/loss learning can trace back to source proof.